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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,865 | $78,690-45.5% | $161,489-73.5% | $87,485-51.0% |
| Participation rate | 71.4% | 67.5%+4.0pp | 78.7%-7.3pp | 68.9%+2.5pp |
| Annual return | 13.56% | 32.74%-19.2pp | 89.72%-76.2pp | 26.06%-12.5pp |
| Employer contribution / active EE | $1,405 | $2,588-45.7% | $4,268-67.1% | $2,596-45.9% |
| Participant deferral / active EE | $3,695 | $3,311+11.6% | $5,630-34.4% | $4,274-13.5% |
| Admin fee / account holder | $2,700 | $6,724-59.8% | $16,006-83.1% | $7,775-65.3% |